Financial

Financial Road Map

Financial planning is “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. There are six steps to the financial planning process:

Establishing and defining the client-planner relationship

Gathering client data including goals

Analyzing and evaluating the client’s current financial status

Developing and presenting recommendations and/or alternatives

Implementing the recommendations

Monitoring the recommendations

“Financial planning process will typically include, but are not limited to:

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